Kopp Family Office’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12M | Buy |
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|
2025
Q2 | $10.7M | Buy |
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|
2025
Q1 | $3.27M | Buy |
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|
2024
Q4 | $3.39M | Buy |
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|
2024
Q3 | $35K | Hold |
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|
2024
Q2 | $33K | Hold |
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|
2024
Q1 | $34K | Hold |
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|
2023
Q4 | $31K | Hold |
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|
2023
Q3 | $28K | Hold |
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|
2023
Q2 | $30K | Hold |
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|
2023
Q1 | $28K | Hold |
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|
2022
Q4 | $27K | Sell |
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|
2022
Q3 | $27K | Hold |
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|
2022
Q2 | $28K | Hold |
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|
2022
Q1 | $33K | Hold |
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|
2021
Q4 | $35K | Sell |
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|
2021
Q3 | $39K | Hold |
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|
2021
Q2 | $40K | Hold |
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|
2021
Q1 | $38K | Hold |
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|
2020
Q4 | $34K | Hold |
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|
2020
Q3 | $27K | Buy |
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